Qualtrics - Results Tab
Getting Started
- After logging in to Qualtrics, use the three-line icon in the upper left-hand corner to click on 'Projects'.
- Find the survey you are interested in.
- Select the survey you just activated by clicking on its title.
- Click on 'Reports' towards the top. You will automatically be in the 'Results' tab.
There will be a 'Results' and 'Reports' tab. The 'Results' tab allows you to quickly view and analyze your results in a default report consisting of question-based pages and customizable visualizations. The 'Reports' tab allows you to format reports and better control the layout.
Navigating
- Click on the 'default report' button to get a dropdown menu that allows you to create, and copy reports as well as switch between existing reports.
- In the center of the page are your data visualizations. These display your survey data in easy-to-digest charts, graphs, and tables.
- Select a visualization to pull up the visualization editing window. Use this window to customize your visualization to your liking.
- The 'Share Report' button lets you share your report as a PDF document, word document, PowerPoint side, or CSV. You can also download previous exports from the 'Share Report' drop-down menu, as well as schedule a report email.
- Click 'Add Filter' to filter your report to look at a subset of your survey data.
- By default, every question in your survey will have its own page. You can edit these default pages or create your own custom pages by clicking on 'Create Custom Page' and then selecting the specific page to edit it.
- The gear icon includes report settings where you can determine the default settings for your report, including applying custom color palettes and charts to your data visualizations. Here the response counts will also appear. Finally, this drops menu also allows you to edit your report, hide all pages, and delete your report.
Creating Reports
- Click on the 'Default Report' button to either create a new report or copy a report. The 'Copy Report' option will generate a new report using your active report as a template.
- Once you select an option from the dropdown menu, name the new report.
- When ready, click 'Copy' or 'Create'.
Editing Reports
- To add visualizations, navigate to the bottom of your desired page and click 'Add Visualization'. From there, click on 'data source' to select which question, survey metadata, or embedded data the visualization should display. You can also select the number of decimal places your answer should have, add a title, change the appearance, and remove the visualization from this same window.
- To add images and text to your visualization, navigate to the bottom of your desired page and click 'Add Note'. From there, use the rich text editor to type your message. You can also add an image by clicking on the picture icon.
- To remove this note or visualization, select the three dots on the upper right-hand corner and select 'Remove Visualization'. This three-dot menu also contains an 'Export' button.
- To move, hide, or export a page, click on the Page Options button in the right-hand corner and select the appropriate choice from the drop-down menu that appears.
- To move visualizations around, hover over the visualization and select the up or down arrows on the left-hand upper corner that will appear.
- To find questions, search for them in the 'search questions' field.
- To look at a specific subset of your data, click on 'Add Filter' and choose the filter criteria, which can be survey metadata, question, or embedded data. Then select the desired operator and operand. Click the plus (+) button to insert new conditions and/or insert new condition sets. To remove a condition click the minus (-) button.
Sharing Reports
- To share your results-report, click on the 'share' icon next to the gear icon.
- Select how you want to share your report. You can share it as a PDF document, word document, PowerPoint slides, or CSV. You can also export raw data, download previous exports, and schedule a report email from this drop-down menu that appears.
- You can deselect pages or questions you don't want to include in your report.
- When ready, select 'Export Pages'.
Many of the options in the 'Reports' tab of the Reports section are similar to those in the 'Results' tab of the Reports section, which were covered in this document. These options are simply in a different order.